London, UK – Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced the launch of Intuit Accountant Suite, a new AI-native platform that provides accounting firms with everything they need to scale and manage their clients, firms, and teams, all in one place.
Intuit Accountant Suite is built for and with accounting firms. It’s backed by Intuit’s AI-powered platform that, in the hands of accounting professionals, will allow them to harness the power of Intuit’s embedded AI agents and connected data to access insights and recommendations that scale their own businesses and deliver advisory services that fuel their clients’ success.
Accounting firms play an important role in helping businesses succeed. Yet, like many businesses, they face complexity as they juggle multiple tools, disconnected systems, and time-consuming compliance work. These challenges often limit their ability to deliver higher-value advisory services and scale effectively. Intuit Accountant Suite addresses these challenges. With access to embedded AI agents, accountants have access to insights, and recommendations that drive confident, faster decision-making.
Leigh Thomas, Vice President of EMEA at Intuit said: “The relationship between accountants and their clients has transformed in recent years, and so must the technology that supports them. With a focus on business performance and long-term growth, access to smarter, more data-driven decision-making is now essential; unlocking an 11.5% growth in revenue for SMBs who use accounting and bookkeeping services. Intuit Accountant Suite brings artificial intelligence and human intelligence together into a platform of tools that further foster this growth for both parties.”
Accountants will get immediate and accurate answers to any business question, from who’s my most profitable client to which staff is under-utilized. They also will be able to complete tasks automatically, from running a client’s payroll to creating firm-wide and client-specific reports and dashboards because of the access to Intuit and client data and data from third-party connected systems.
Intuit Accountant Suite offers seamless integration of five core capabilities powered by Intuit’s platform: client management, client collaboration, service delivery, business planning, and team management.
- Consolidated Client Management: Manage all client files in one place with a single sign-in, providing better insight across services provided and eliminating data exports or multiple account logins.
- Custom Dashboard: Ensure nothing falls through the cracks with each team member’s ability to customize their home base, clearly surfacing critical tasks, reminders, and AI-powered insights.
- Role-Based Access Controls: Delegate tasks with customizable roles and permissions, enabling compliance and efficient management of accounting, bookkeeping, payroll services, and more.
- Unique Client Identification: Assign a firm-specific Client Number to each client for streamlined searching, tracking, and billing, reducing manual effort.
- Optimized Performance: Experience fast and responsive performance, regardless of client volume, with a modern infrastructure designed for scalability.
- Books Close at Scale (Beta): Standardize the review and close process with customizable templates and progress tracking to ensure ontime client delivery.
- AI-powered Client Insights (Beta): A new Client Insights feature provides firm-wide client analytics and benchmarking for more-informed business decision making.
- Seamless Books to Tax Integration: Easily sync client tax data with Intuit ProTax, saving time and reducing data entry errors.
Ros Hodgson, Director at BCAMS Limited said: “I remember moving from desktop to cloud, and now we’ve got AI agents and the Intuit Accountant Suite. This to me is the biggest shift in terms of tools for accountants and bookkeepers that are genuinely helping us manage our firms more efficiently and use our resources better. You have control, clear insights and a great overview of all your clients. It’s helping me help my clients, and give them the insights they need, when they need them.”
Coming Soon:
In the coming months, Intuit Accountant Suite will continue to evolve. AI-powered tools and automations designed to improve capacity planning, productivity, accuracy, decision making, and collaboration will be added.
- Collaboration Tools: Soon, document sharing capabilities, integrated web-conferencing, meeting scheduling, and AI note-taking capabilities will enhance firm efficiencies.
- AI-powered Analysis and Anomaly Detection: Monitor client portfolios, proactively identify key financial trends, and flag anomalies across payroll, accounts payable, and bill pay data.
Availability
Intuit Accountant Suite is currently available to UK-based accounting firms at no cost. Future pricing for Intuit Accountant Suite will be based on functionality and determined by market.
